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For Enterprise Architecture Professionals

Vendor Landscape: Financial Services Client On-Boarding Solutions

Providers Offer Fresh Ideas And Approaches For On-Boarding Challenges

September 28, 2015

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Why Read This Report

Peter Drucker once commented that the purpose of business is to create and keep a customer. Improving your mobile experience, social media presence, or use of the Internet of Things is meaningless without a laser focus on this simple fact. So why do we "create" new customers so badly? To help enterprise architects at financial services firms tasked with improving on-boarding, we've highlighted significant problems/pitfalls with current processes as well as seven categories of providers that have evolved from different competencies. Client on-boarding is ripe for innovation, and these providers come with fresh ideas and approaches.

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Table of Contents

  • On-Boarding Processes Don't Align With The Age Of The Customer
  • There's Help To Fix Your On-Boarding Woes
  • Recommendations

  • Take A Fresh Look At On-Boarding To Keep Clients Happy
  • Supplemental Material

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